Established in 1889, the Merchants Trust PLC aims to provide its shareholders with an above-average level of income which increases over time.

The trust is managed by Simon Gergel, Chief Investment Officer, UK Equities at Allianz Global Investors.

Investment Manager Image

Simon Gergel, Portfolio Manager, Allianz Global Investors, discusses the aim and objective of the portfolio, the impact the upcoming UK election will have on the market, what makes this trust different and what the biggest opportunities and threats he sees to investors over the next 12 months.

AGMMay
Financial Year End31 January
Half-Year End31 July
Annual Financial ReportPosted in April
Half-Yearly ReportPosted in September
Dividend Pay DatesFeb, May, Aug, Nov
Dividend XD DatesJan, Apr, Jul, Oct

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475.50p

Share Price

18 Aug 2017

511.00p

NAV per Share

17 Aug 2017

See full

price history

Source: Lipper, market close mid price.  

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

Please note Allianz Global Investors does not make recommendations on where to buy investment trusts and is unable to provide financial advice. You are strongly advised that if you are unsure about the most suitable option for your needs that you should contact a financial adviser.

The AIC’s ‘Freedom in Pensions’ series looks at how investment companies can be used to build a long-term pension portfolio, as well as their unique advantages in delivering a higher or growing income in retirement.